We partner with advisors across the United States to bring institutional-quality investment management, thoughtful strategy, and real human partnership to your practice. We act as your Outsourced Chief Investment Officer (OCIO) — delivering the research, structure & confidence you need to help your clients thrive.
You stay focused on relationships. We’ll power the investments behind them. Whether you’re an independent advisor, a single-family office, or managing an endowment or foundation, we bring depth and discipline from public to private investments.
Scale while differentiating your practice to build trust.
Find greater access and increased due diligence of unique strategies.
Bolster your committees or improve your governance.
Every advisor, family office, and institution we partner with gains access to the collective strength of our Investment Committee—a team of researchers, analysts, and portfolio architects united by one mission: to help you make data-driven, evidence-based investment decisions for your clients.
Whether you’re looking for simple turnkey portfolios, deeper research integration, or executive-level partnership, our platform meets you where you are. Grow with Us.
Our investment team has an independent mindset focused on outcome-oriented investing around three primary themes: growth, income, and protection. We weave together a variety of solutions across traditional and alternative markets to deliver institutional-quality investment solutions.
Institutional quality investment models built for scale and success.
Investment Committee creation or management. Executive level partnership that includes asset management support, due diligence, alternative investments access, and more.
Our goal is to empower advisors with the knowledge to succeed. We do this through education in the form of quarterly investment updates and thoughtful and timely white papers.
Learn. Educate. And when questions arise – lean on us to help you and your clients.
An outsourced CIO is a chief investment officer you can contract with to provide investment management services. You can outsource a CIO as a partner to rely on when needed rather than hiring someone as a full-time employee. In many cases, you can get someone on your extended team who has more subject matter expertise than you could hire yourself, for less financial outlay.
More than just an investment philosophy, model portfolios are developed with specific goals in mind. For instance, at Park City Investment Solutions, we have models we have built out for three themes, with institutional quality investments within each of the three models. The first includes a gamut of liquid investments. The second includes semi-liquid investments, and the third includes alternative investments that are not liquid. Please contact us for more specific information.
An outsourced chief investment officer can provide your financial advisory firm with high-level investing services without the need for hiring an investment manager full-time. Because your outsourced CIO often has more subject matter expertise than you could afford to hire yourself, you can leverage that to enhance your firm’s credibility while spending your time pursuing more clients and closing more business to grow your firm.
”If you want to go fast, go alone. If you want to go far, go together"
— Steve Jobs
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